Centric Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Centric Wealth Management

  • $357 Million
  • Q1 2025

A detailed history of Centric Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Centric Wealth Management holds 2,249 shares of TLT stock, worth $194,381. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,249
Holding current value
$194,381
% of portfolio
0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$85.29 - $92.57 $191,817 - $208,189
2,249 New
2,249 $204,000
Q2 2024

Aug 13, 2024
BUY
$87.78 - $94.67 $778,520 - $839,628
8,869 New
8,869 $813,000
Q4 2023

Feb 06, 2024
BUY
$82.77 - $100.51 $831,755 - $1.01 Million
10,049 New
10,049 $993,000
Q2 2021

Jul 21, 2021
SELL
$135.6 - $145.73 $438,530 - $471,290
-3,234 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$133.92 - $157.54 $10,177 - $11,973
76 Added 2.41%
3,234 $438,000
Q4 2020

Feb 16, 2021
BUY
$155.16 - $163.36 $489,995 - $515,890
3,158 New
3,158 $498,000

Others Institutions Holding TLT

# of Institutions
1,397
Shares Held
451M
Call Options Held
179M
Put Options Held
130M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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